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Phillips Edison & Company, Inc.

PECO
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0001476204

No open-market purchases or sales by Phillips Edison & Company, Inc. insiders were filed in the last 90 days; 447 institutions reported holding it in 13F filings for Q2 2026, worth $4.78B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Phillips Edison & Company, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PECO: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4196442+29
Shares108.8M22.3M108.4M+21.9M (+25.3%)
Value$3.87B$791.7M$4.06B+$979.7M (+31.8%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PECO in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC13,887,360$519.7M0.03%
Vanguard Capital Management LLC5,695,294$213.1M0.01%
Vanguard Fiduciary Trust Co825,627$30.9M0.01%
Vanguard Investments Australia, Ltd.115,221$4.31M0.01%
Vanguard Asset Management, Ltd112,872$4.22M0.00%
Citadel Advisors LLC111,493$4.17M0.00%
D. E. Shaw & Co., Inc.109,441$4.10M0.00%
CI Private Wealth, LLC80,625$3.02M0.00%
Voloridge Investment Management, LLC63,375$2.37M0.01%
Point72 Asset Management, L.P.55,217$2.07M0.00%
Squarepoint Ops LLC53,814$2.01M0.00%
Vanguard Global Advisers, LLC50,128$1.88M0.00%
Y-Intercept (Hong Kong) Ltd48,641$1.82M0.03%
Bridgeway Capital Management, LLC40,000$1.50M0.03%
Allstate Corp36,472$1.36M0.01%
Quantbot Technologies LP35,760$1.34M0.05%
SummitTX Capital, L.P.29,490$1.10M0.04%
Schonfeld Strategic Advisors LLC25,307$947.0K0.01%
Vestcor Inc24,769$927.0K0.03%
Advisor OS, LLC24,085$901.3K0.07%
Perbak Capital Partners LLP22,835$854.5K0.21%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC21,001$785.9K0.02%
Erste Asset Management GmbH19,100$714.1K0.01%
Cambria Investment Management, L.P.16,887$631.9K0.04%
Campbell & CO Investment Adviser LLC16,773$627.6K0.04%
Dynamic Technology Lab Private Ltd16,682$624.2K0.10%
CIBC Bancorp USA Inc.16,636$619.5K0.00%
Pensionfund DSM Netherlands16,000$599.0K0.35%
Captrust Financial Advisors15,005$561.5K0.00%
TCP Asset Management, LLC13,280$497.0K0.06%
Gsa Capital Partners LLP11,827$443.0K0.03%
Fieldview Capital Management, LLC11,534$431.6K0.13%
Integrated Wealth Concepts LLC10,924$408.8K0.00%
Sun Life Financial INC10,630$398.0K0.02%
HRT Financial LP10,157$380.0K0.00%
Brighton Jones LLC9,443$353.3K0.01%
DRW Securities, LLC8,183$306.2K0.02%
Pensionfund Sabic8,000$299.0K0.36%
Easterly Investment Partners LLC7,964$298.0K0.02%
Jump Financial, LLC7,730$289.3K0.00%
Lombard Odier Asset Management (USA) Corp7,492$280.4K0.15%
XTX Topco Ltd7,337$274.6K0.00%
Empowered Funds, LLC6,446$241.2K0.00%
Tower Bridge Advisors6,350$237.6K0.02%
EPG Wealth Management LLC5,727$214.3K0.06%
Integrity Alliance, LLC.5,617$210.2K0.01%
Larry Mathis Financial Planning, LLC5,544$207.5K0.19%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,428$203.1K0.01%
JustInvest LLC5,390$201.7K0.00%
Bayforest Capital Ltd3,959$148.1K0.17%
RWM Asset Management, LLC2,940$110.0K0.01%
Quent Capital, LLC2,165$81.0K0.01%
Cassaday & Co Wealth Management LLC2,151$80.5K0.00%
Anchor Investment Management, LLC2,139$80.0K0.01%
Global Assets Advisory, LLC1,382$51.7K0.02%
Advisory Services Network, LLC869$32.5K0.00%
Twin Peaks Wealth Advisors, LLC868$32.5K0.01%
Capital Advisor Network LLC683$25.6K0.04%
Root Financial Partners, LLC233$8.72K0.00%
Versant Capital Management, Inc121$4.53K0.00%
Merkkuri Wealth Advisors LLC60$2.23K0.00%
Cornerstone Financial Management LLC49$1.83K0.00%
GHP Investment Advisors, Inc.4$1500.00%

Sold out (34)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PECO in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Jain Global LLC394,947$14.0M
Granite Investment Partners, LLC142,945$5.08M
Marshall Wace, LLP122,966$4.37M
Dark Forest Capital Management LP121,778$4.33M
Neo Ivy Capital Management102,500$3.65M
Lighthouse Investment Partners, LLC95,000$3.38M
VARCOV Co.73,747$2.62M
Arete Wealth Advisors, LLC25,684$913.6K
Coppell Advisory Solutions LLC21,516$771.8K
Susquehanna Fundamental Investments, LLC20,524$730.0K
Quest Partners LLC16,454$585.3K
Jennison Associates LLC12,599$448.1K
Two Sigma Securities, LLC11,576$411.8K
SageView Advisory Group, LLC10,595$376.9K
Financial Partners Group, Inc9,554$346.2K
Axxcess Wealth Management, LLC9,684$344.5K
TFB Advisors LLC9,345$332.4K
Vanderbilt University8,604$306.0K
Plotkin Financial Advisors, LLC7,173$255.1K
Polymer Capital Management (US) LLC6,847$243.5K
Advisory Alpha, LLC6,249$222.3K
Waldron Private Wealth LLC6,042$215.6K
Columbus Macro, LLC5,975$212.5K
Ausdal Financial Partners, Inc.5,689$202.3K
Tucker Asset Management LLC4,716$167.7K
Flagship Harbor Advisors, LLC859$30.6K
Sofos Investments, Inc.300$10.7K
HHM Wealth Advisors, LLC300$10.7K
Garton & Associates Financial Advisors LLC144$5.12K
Quarry LP61$2.17K
Abound Wealth Management9$321
Transamerica Financial Advisors, Inc.6$214
Godfrey Financial Associates, Inc.3$107
Johnson Financial Group, Inc.0$74

Not filed for Q1 2026 yet (6)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc20,215,956$719.1M
Norges Bank1,991,837$70.8M
Comerica Bank27,332$972.2K
CIBC Private Wealth Group, LLC10,023$356.5K
CIBC World Markets Corp8,359$297.3K
Global Retirement Partners, LLC2,810$100.0K